Privacy Policy

As an accounting, bookkeeping and tax firm, we collect non-public personal information about you from some or all of the following sources:

  • Information received from you on applications, tax preparation worksheets, organizers and supporting schedules used in preparing your tax returns and other forms.
  • Personal interviews, meetings and conferences with you.
  • Information received from you and others about your transactions with others and with us.
  • Information received from consumer reporting agencies.

We do not disclose any non-public personal information about our clients or former clients to any third parties, except as permitted by you or required by law.

We restrict access to non-public personal and account information about you to those of our employees or contractors who need to know that information in order to provide products or services to you.

We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your non-public personal information.

Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.  We truly appreciate your patronage.